Sales Invoice Template Excel

Wednesday, November 10th 2021. | Sample Templates

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How to Make Business Invoices in Microsoft Office How to Make Business Invoices in Microsoft Office Once you’ve put your requests for proposals, product documentation and sales spreadsheets to work and sold your product or service, use the same software programs to create business invoices. With Microsoft Office, programs including Word, Excel and Publisher let you get a jump start on invoicing through templates included with the software. The templates are already set up, so you need only drop in your information using the same tabs, buttons and menus you’re already familiar with. Choose the program you prefer and generate your forms. Once you’ve put your requests for proposals, product documentation and sales spreadsheets to work and sold your product or service, use the same software programs to create business invoices. With Microsoft Office, programs including Word, Excel and Publisher let you get a jump start on invoicing through templates included with the software. The templates are already set up, so you need only drop in your information using the same tabs, buttons and menus you’re already familiar with. Choose the program you prefer and generate your forms. Start Microsoft Word or Excel, which share the same template setup. Click the “File” tab, then click “New” to open the “Available Templates” screen. Double-click the “Invoices” button. Start Microsoft Word or Excel, which share the same template setup. Click the “File” tab, then click “New” to open the “Available Templates” screen. Double-click the “Invoices” button. Double-click a file folder icon that most closely matches your business invoice needs, such as “Sales invoices” or “Service invoices.” Double-click a file folder icon that most closely matches your business invoice needs, such as “Sales invoices” or “Service invoices.” Scroll through the invoice designs. You’ll be able to change all of the wording, colors and design, so double-click the one that best suits your organization. The template opens in a new Word or Excel window. Review the invoice, which will have a lot of placeholder text such as “Place logo here” and “Company name here.” Scroll through the invoice designs. You’ll be able to change all of the wording, colors and design, so double-click the one that best suits your organization. The template opens in a new Word or Excel window. Review the invoice, which will have a lot of placeholder text such as “Place logo here” and “Company name here.” Highlight the first placeholder text on the invoice and replace it with your own, such as the business name and address. There will also be places to type over text for the invoice number, phone number, date and contact details for the sales or account representative. Highlight the first placeholder text on the invoice and replace it with your own, such as the business name and address. There will also be places to type over text for the invoice number, phone number, date and contact details for the sales or account representative. Add a logo to the invoice by clicking the “Insert” tab, clicking the “Picture” button, browsing to a digital graphic of your company logo and double-clicking it. You can also use this process to add additional images if your business prefers them on its invoices. Add a logo to the invoice by clicking the “Insert” tab, clicking the “Picture” button, browsing to a digital graphic of your company logo and double-clicking it. You can also use this process to add additional images if your business prefers them on its invoices. Scroll to the main section of the invoice to enter the actual sales, service or other invoicing details. Click into the boxes, which may vary from template to template, and enter the invoice information, including number of items, price, date sold or service rendered, representative name or number, delivery dates and terms. Scroll to the main section of the invoice to enter the actual sales, service or other invoicing details. Click into the boxes, which may vary from template to template, and enter the invoice information, including number of items, price, date sold or service rendered, representative name or number, delivery dates and terms. Check the bottom of the invoice page, as many templates have some placeholder text such as “Thank you for your business.” Highlight and type over this with your slogan or motto if desired. To remove this text from the invoice, highlight it and press the “Delete” key or, if it is in a text box, click the text box and press the “Delete” key. Check the bottom of the invoice page, as many templates have some placeholder text such as “Thank you for your business.” Highlight and type over this with your slogan or motto if desired. To remove this text from the invoice, highlight it and press the “Delete” key or, if it is in a text box, click the text box and press the “Delete” key. Click the “File” tab and choose “Save As.” Select where to save the file on the network or desktop and enter a name for the invoice. Click the “Save” button.

References

Tips In Publisher, click the “Business Forms” button, then scroll to the “Invoice” section and double-click a template, then follow the rest of the instructions here.

Warnings These instructions apply to Microsoft Office 2010 products. For Microsoft Office 2007 products, click the Office button instead of the “File” tab to get to the “New” link. Previous or later versions of the software may have other variations.

Writer Bio Click the “File” tab and choose “Save As.” Select where to save the file on the network or desktop and enter a name for the invoice. Click the “Save” button.

References

Tips In Publisher, click the “Business Forms” button, then scroll to the “Invoice” section and double-click a template, then follow the rest of the instructions here.

Warnings These instructions apply to Microsoft Office 2010 products. For Microsoft Office 2007 products, click the Office button instead of the “File” tab to get to the “New” link. Previous or later versions of the software may have other variations.

Writer Bio

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